Purchases and Sales Made in Q2 2025 in Wisdomtree U.S. Ai Enhanced Va (AIVL)
This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. AI ENHANCED VA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.54K+ 9.25% |
$733K - $852K
|
89K
$9.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.86K+ 9.85% |
$181K - $210K
|
20.7K
$2.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
597New |
$58K - $67.5K
|
597
$67K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
226New |
$22K - $25.6K
|
226
$25.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
47+ 1.29% |
$4.57K - $5.31K
|
3.69K
$414K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.41% |
$1.07K - $1.24K
|
2.72K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9+ 0.39% |
$875 - $1.02K
|
2.34K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.16% |
$292 - $339
|
1.85K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.07% |
$97.2 - $113
|
1.37K
$153K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$97.2 - $113
|
3.8K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 1.47% |
$972 - $1.13K
|
672
$75.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-22- 1.07% |
$2.14K - $2.49K
|
2.03K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-45- 9.47% |
$4.37K - $5.09K
|
430
$48.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 7.8% |
$4.86K - $5.65K
|
591
$66.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.8% |
$5.05K - $5.88K
|
6.43K
$721K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-60- 1.54% |
$5.83K - $6.78K
|
3.84K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.06% |
$6.12K - $7.12K
|
5.88K
$660K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-71- 0.29% |
$6.9K - $8.03K
|
24.8K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-82- 3.96% |
$7.97K - $9.27K
|
1.99K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-143- 0.54% |
$13.9K - $16.2K
|
26.1K
$2.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-150- 7.61% |
$14.6K - $17K
|
1.82K
$204K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-205- 10.04% |
$19.9K - $23.2K
|
1.84K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-258- 5.23% |
$25.1K - $29.2K
|
4.68K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-356- 7.02% |
$34.6K - $40.2K
|
4.71K
$528K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-406- 2.71% |
$39.5K - $45.9K
|
14.6K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-470- 13.43% |
$45.7K - $53.1K
|
3.03K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-705- 5.0% |
$68.5K - $79.7K
|
13.4K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-887- 10.13% |
$86.2K - $100K
|
7.87K
$883K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 13.3% |
$173K - $201K
|
11.6K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.19K- 16.34% |
$602K - $700K
|
31.7K
$3.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.8K- 47.83% |
$1.05M - $1.22M
|
11.8K
$1.32M
|